Track upcoming events that may affect investments, including earnings, product launches, regulatory decisions, and economic releases. Create a sortable Excel calendar and weekly preview covering event importance, expectations, and potential effects on existing positions.
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Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
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For each company, identify upcoming events:
Earnings & Financial Events
Corporate Events
Industry Events
Macro Events
| Date | Event | Company/Sector | Type | Impact (H/M/L) | Our Positioning | Notes |
|---|---|---|---|---|---|---|
| Earnings/Corp/Industry/Macro | Long/Short/Neutral |
Each week, generate a forward-looking summary:
This Week's Key Events:
Next Week Preview:
Position Implications:
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Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.
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Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.
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Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.
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Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.
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Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.
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Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.
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